Expansive CEO

Moving across the country is one of the biggest transitions a family can make—but what if it didn't have to feel overwhelming, stressful, or chaotic? What if selling your home, buying a new one, and relocating your family could actually unfold with ease, joy, and even a sense of love-filled alignment?

In this special Fireside Chat episode, Hannah Chapman, CFP®, APMA®, CRPC®, and her executive assistant, Svetlana, share the behind-the-scenes story of Hannah's recent move from Cincinnati, OH to Mesa, AZ, exploring how intention, manifestation, and practical action came together to create a surprisingly smoot...

Inflation may be cooling, but investors are still holding their breath ahead of next week's Fed meeting. With producer prices turning negative and CPI holding near 3%, the data suggests relief—but markets know that interest rate cuts ripple unevenly across savings, mortgages, and housing. Will this shift spark opportunity, or more frustration for households still waiting for rates to ease?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and Chief Investment Officer of Juncture Wealth Strategies, unpack the week's economic headlines, from inflation surprises to the tariff impact on farms, and e...

What if the real secret to success isn't grinding harder, but learning to relax, surrender, and align your life with what truly matters? Too many entrepreneurs build the business they thought they wanted, only to wake up stressed, unfulfilled, and longing for more presence with family and joy in daily life.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Joey Vaillancourt—entrepreneur, consultant, coach, and founder of The Great Life Experiment. Joey shares his journey from chasing success through ego and hustle, to redefining success as alignment, freedom, and peace. From releasing numbing habits like...

The markets may be sitting at all-time highs, but September has a reputation investors can't ignore. Historically one of the most volatile months of the year, it's a time when headlines about jobs, inflation, and interest rates can spark panic. But does volatility mean danger—or opportunity?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies, break down the latest jobs data, inflation trends, and bond market signals to help you navigate the turbulence with clarity and confidence.

Learn about:

Why September histo...

Life doesn't always go the way we plan. Sometimes it crashes down around us — in business, in relationships, in our own health — and we're left wondering if we have the strength to rise again. What does it really take to rebuild when everything feels broken? And how do you lead with resilience, even in the darkest of seasons?

In this episode of the Expansive CEO Podcast, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Serena Mastin — entrepreneur, speaker, bestselling author, and the powerful voice behind Exposed: You Can't Heal When You Hide. Serena's journey has taken her throu...

As back-to-school season ramps up, many families are facing the reality of college costs—and wondering how best to prepare. In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the ins and outs of 529 plans, why they matter, and how they fit into long-term financial planning.

Hannah also touches on current market updates, including the S&P 500 hitting new highs, interest rate expectations, and what to watch for in the coming weeks. If you've ever wondered how to save for your child's education (or what happens if they don't use all the funds), this...

Mentorship isn't just about giving advice from the top down—it's about creating intentional, reciprocal relationships that spark growth, belonging, and transformation in organizations.

In this powerful episode, Hannah Chapman, CFP®, APMA®, CRPC®, founder of X² Wealth Planning and Expansive CEO, sits down with Dr. Kelly Diggs, neuroscientist turned leadership consultant and CEO of Kelly A. Diggs Consulting. Together, they dive deep into what mentorship really means in business, institutions, and everyday life, and how it can reshape culture, equity, and the future of organizations.

Dr. Diggs shares her journey from the la...

What happens when the Federal Reserve hints at rate cuts, mortgage rates hover near 7%, and AI data centers begin straining America's power grid?

In this week's Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and CIO of Juncture Wealth Strategies, unpack the economic signals that are moving markets — and what they mean for investors.

From Jerome Powell's Jackson Hole speech to small-cap stock rallies, rising utility bills, and the looming question of whether AI is a bubble bigger than the dot-com era, Hannah and Brad bring clarity to a...

What does it look like to build a business — and a life — that's guided by intuition, alignment, and love instead of hustle and fear? In this episode of the Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC® sits down with her dear friend Lindsey Bonadonna, founder of be. in Cincinnati.

Two years after opening her doors, Lindsay shares how she's navigated the highs and lows of entrepreneurship, leadership, and personal growth by staying grounded in her values. From creating a welcoming community space, to holding both joy and anxiety in the same breath, Lindsey models...

What if the rules for your 401(k) suddenly shifted—opening the door to crypto, private equity, and other alternative investments inside your retirement account? That's exactly the conversation sweeping headlines this week after a new executive order sparked questions (and some confusion) about what could be coming for investors.

In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, and CIO of Juncture Wealth Strategies, break down what's real, what's hype, and how these changes could (or might not) impact your financial future.

Plus, they dig i...

We've all been told to “push through” in business — to ignore discomfort, suppress emotions, and keep grinding. But what if that constant pushing is actually the reason you're stuck? When we override our own signals in the name of hustle, we disconnect from the very guidance system that can lead us to greater success and fulfillment.

In this episode, we explore what it truly means to become emotionally fit — not by avoiding or burying feelings, but by learning how to recognize, process, and use them as fuel for purposeful action. Hannah Chapman, CFP®, APMA®, CRPC®, sits down w...

What happens when the data we rely on to measure the economy suddenly gets thrown into question?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, explore a wave of revisions to U.S. labor market data—and the political and economic fallout that followed.

With President Trump firing the head of the Bureau of Labor Statistics, recession warnings on the rise, and the Federal Reserve preparing to respond, this episode dives into the real-time tensions shaping markets, policy, and investor behavior.

Key Topics...

What do you do when life looks perfect on the outside — the good job, the house, the steady relationship — but inside, your soul feels like it's dying?

For Mindie Kniss, this disconnect sparked a radical leap of faith that would lead her from Fortune 100 stability into the wild unknown of entrepreneurship. But the path wasn't easy — she faced crushing debt, bankruptcy, grief from the sudden loss of her husband, and a long road of rebuilding her life and business from scratch.

In this episode, Hannah and Mindie dive into how upheaval can be...

What happens to your family, your business, and your legacy if something unexpected happens tomorrow? Most people avoid the uncomfortable conversation about estate planning until it's too late — and their loved ones are left navigating chaos, court battles, and uncertainty.

In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, shares why estate planning isn't just about documents and legal jargon — it's about love, protection, and leaving behind a legacy of impact.

Learn about:

Federal Reserve update – Why rates are holding steady, the role of tariffs in inflation, and what could hap...

What if raising $100 million didn't have to feel extractive, transactional, or misaligned with your soul? What if fundraising itself could become a sacred act—an expression of reverence for life, a commitment to intention, and a catalyst for personal transformation?

In this conversation, Hannah Chapman, CFP®, APMA®, CRPC®, and Azrya Bequer, Co-Founding Steward of KAVANÂ, explore what happens when visionary entrepreneurship merges with ancient wisdom and stewardship, challenging every paradigm we've been taught about money, impact, and leadership.

KAVANÂ is a transformational ecosystem weaving sacred space, regenerative development, immersive experiences, and media a...

Ever wonder what to do with that old pension or 401(k) sitting with a former employer? Do you roll it into an IRA, or leave it right where it is?

In this solo Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the pros, cons, and key questions to ask before making the move — plus a quick market update you need to know.

This episode explores key factors like cost-of-living adjustments, death benefits, solvency risk, investment flexibility, and legacy planning — so you can make an informed decision aligned with your life, family...

What if your YouTube channel could become your most powerful business asset—building trust, attracting the right clients, and staying compliant all at the same time?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, founder of X² Wealth Planning and the Expansive CEO Podcast, sits down with YouTube marketing strategist Andrew Murdoch, founder of YT Era, to explore how financial professionals and compliance-sensitive entrepreneurs can leverage YouTube the right way.

Whether you're camera-shy or ready to go all-in on video, Andrew shares exactly how to create content that drives long-term results—without crossing regulatory lines or sound...

Who really pulls the levers behind U.S. interest rates? It's not just Jerome Powell—and it's not nearly as political as you might think.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, go behind the headlines and into the structure, process, and influence of the Federal Reserve.

Together, they decode current market headlines and economic shifts so you can become a more empowered investor. Learn how monetary policy actually works, why interest rate decisions take so long, and what it all means for your i...

What if leadership isn't about being the loudest in the room—but about being the most grounded in love, clarity, and purpose? What if true influence doesn't come from shouting over others or asserting dominance, but from the quiet strength of self-awareness, the steadiness of inner alignment, and the courage to embody the values you wish to see reflected in the world?

In this episode, master life coach and integrative health coach Amber Mikesell joins host Hannah Chapman,CFP®, APMA®, CRPC® to explore how true leadership is born from within. They dive into Amber's global movem...

Is the average American household finally catching up—or falling further behind?

With new tariffs on the horizon, inflation data shifting, and the real cost of daily life rising, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM, and CIO of Juncture Wealth Strategies, break down the economic forces shaping your financial future.

This episode covers what's happening behind the scenes with wages, purchasing power, and investment strategy in a volatile summer market.

Key Themes & Takeaways:

Why summer market trading is more volatile and thinly traded

The three...

What's the real cost of America's rising debt—and how will it impact your taxes?

In this solo Investment Friday episode, Hannah Chapman, CFP®, APMA®, CRPC®, unpacks the 2025 U.S. budget bill and the growing national deficit in a way that directly connects to your wallet and your future.

With federal debt projections soaring and interest rates still in flux, Hannah explains why proactive tax strategy—especially using Roth IRAs and Roth 401(k)s—may be the smartest path to long-term financial independence.

Learn more:

Impact of...

What if one unexpected expense—or one slow-paying client—could jeopardize your entire business? For too many entrepreneurs, that's the reality.

In this episode of the Expansive CEO Podcast, we're diving deep into the real reasons small businesses fail—not because the owner lacked vision or passion, but because of cash flow challenges and missing knowledge around business credit.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® talks to Geoff Suval, President and Managing Director at Xceleran Business Funding Solutions, about a step-by-step breakdown of how to become truly bankable.

From separating your personal...

GDP is contracting, student loan defaults are rising, and shelter inflation is cooling… yet the stock market is hitting all-time highs. What's really driving this seemingly contradictory moment in the markets?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, Chief Investment Officer of Juncture Wealth Strategies, explore why “bad news is good news” for investors right now, and what that means for interest rates, small caps, housing prices, and your portfolio.

They also explore rising housing inventory, what's changing in the real estate market, the recent U.S. airstrikes in Iran, and growing c...

What if radical transparency, relentless action, and emotional awareness were the missing ingredients in your business growth?

In this conversation, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Scott Groves—sales trainer, leadership coach, and creator of the “On the Edge” podcast—to unpack what it takes to succeed in business without losing your soul. This isn't just a conversation about sales; it's a masterclass in human resilience.

Scott shares the real story behind his success—not just the wins, but the breakdowns, breakthroughs, and bold choices that shaped his journey. If you've ever felt lik...

When uncertainty intensifies—at home and abroad—what should investors actually do?

From rising bond yields to tariffs that still haven't taken effect, and a fast-approaching storm in the Middle East, this episode offers a grounded, clear-eyed perspective for investors who want to stay informed without spiraling into panic.

After a two-week hiatus due to her cross-country move, host Hannah Chapman, CFP®, APMA®, CRPC® is back with Brad Haines, CIO of Juncture Wealth Strategies, for a far-reaching Investment Friday episode. They break down major developments in trade policy, global tensions, and market behavior—and what all of it...

So many entrepreneurs are secretly carrying the weight of hiding parts of themselves—whether it's their identity, their emotions, their spirituality, or their true desires.

What does it take to finally stop compartmentalizing and start living as a fully integrated, expressive human being? What if your journey as an entrepreneur was also the most radical path to self-acceptance?

In this powerful conversation, Hannah Chapman,CFP®, APMA®, CRPC® dives deep with entrepreneur and coach Jacob Tahiliani, whose journey of personal growth, spirituality, and business alignment invites us all to stop hiding and start...

What if your business growth is actually a reflection of your spiritual evolution? As entrepreneurs, we're often called into deeper alignment—not just with our work, but with our soul. This episode explores what it means to live your truth, follow your inner calling, and build a life that vibrates with your authentic frequency.

As an entrepreneur, you understand that your business evolves as you do. Oftentimes, part of that journey involves growing spiritually. If you are experiencing a spiritual awakening – or just curious how business and spirituality intersect – you will enjoy this conversation.

What if the emotion you've been taught to fear the most is actually your greatest source of power? In this episode, we explore how anger—when expressed rather than repressed—can unlock deeper clarity, action, and joy. If you've ever felt stuck, disconnected, or like you're holding back… this conversation is for you.

Host Hannah Chapman, CFP®, APMA®, CRPC®, brings on emotional fitness trainer Alan Muellegger for a transformative conversation on one of the most suppressed but catalytic emotions: anger. Together, they explore how emotional repression sabotages leadership and success—and how learning to express, metabolize, and channel emo...

What happens when a sitting president tries to bypass Congress to impose sweeping economic policy — and the courts say no?

In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CIO of Juncture Wealth Strategies, break down the legal, economic, and political shockwave of the Trump administration's tariffs being struck down by the Court of International Trade.

You'll also learn how this uncertainty ripples into real-world decisions — from trade agreements to buying a couch — and why investors should be wary of speculative plays like penny stocks, even when they seem like a shortcu...

What if the thing you're most afraid to share is the exact thing that makes your brand unforgettable?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® and Michael R. Hunter, branding visionary, unpack what it really means to build a personal brand in a world flooded with surface-level content—and why the deepest power lies in showing up as your whole self.

Together, they dive deep into the intersection of brand, business, and being—and why authenticity is not a marketing tactic, but a foundation for long-term success.

You'll learn:

Why your br...

Could today's U.S. economy ever spiral into another Great Depression? It's a question that sparks both fear and fascination—and in this episode, we dive into the facts. With a fresh downgrade from Moody's and soaring national debt, many are wondering: Are we walking a similar path?

Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CIO of Juncture Wealth Strategies, unpack the financial history, economic reforms, and key differences between then and now.

Learn more:

What does the recent U.S. credit rating downgrade by Moody's really mean for the markets?

How...

What if the fastest path to success isn't grinding harder—but imagining bigger?

In today's episode of The Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC®—founder of X² Wealth Planning and Expansive CEO—sits down with Daniel Knight, Chief Executive Unicorn of Unicorn Universe, to explore how aligning with your future self can radically accelerate your growth.

From daily meditation practices to his signature 10X Unicorn Challenge and the creation of Unicorn 3, Daniel shares how joy, clarity, and bold visioning can help you build a business (and life) that actually matches your purpose. If you're...

Markets are rebounding, but is the recovery real—or just a temporary pause before the next wave of volatility?And as tariffs ease slightly and major global deals are announced, how should investors position themselves for the road ahead?

In today's episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, unpack a whirlwind week in the markets—covering everything from bond yield shifts to Middle East mega-deals and the real impact of tariffs on small businesses. With tax policy and international trade in flux, Hannah and Brad explore the deeper im...

What if every email you sent felt like it was written just for the person receiving it—and it actually was?

In this dynamic and energizing conversation, Hannah Chapman, CFP®, APMA®, CRPC®, and Brett Kaufman, co-founder of Pretty Okay Media and director of growth at Four Rooms Mastermind, explore the power of personalization in modern business—from email marketing to mastermind experiences to daily mental health practices.

Brett shares expert insights into scaling businesses with segmented email automations, building authentic client relationships, and creating curated growth experiences through Four Rooms. Plus, the lif...

What do rising tariffs, global trade negotiations, and the resurgence of U.S. manufacturing really mean for investors?

On this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM®, and Chief Investment Officer at Juncture Wealth Strategies, unpack the latest market movements and recession signals as the Trump administration's trade policies continue to shake investor confidence.

Explore more:

Is the current market rally a bear market rally or a real rebound?

What investors are really pricing in with regard to China tariffs

What if you could build a thriving business that honors your soul's calling—and supports global prosperity at the same time?

In this episode of The Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Camille Miller, three-time bestselling author and founder of the Soul Professional Movement and Business School. Together, they dive into what it truly means to build a heart-led, high-impact business that evolves alongside you.

Camille shares the story behind the Soul Professional Movement and how it supports entrepreneurs around the world who are ready to create transformational businesses—without...

Market momentum meets economic uncertainty.

In this episode of the Expansive CEO Podcast, Hannah Chapman, CFP®, APMA®, CRPC®, sits down with Brad Haines, CFA®, FRM®, and Chief Investment Officer of Juncture Wealth Strategies, to explore the deeper currents shaping our financial future. From disappointing GDP data to suppressed port activity and rising recession indicators, they unpack what's really happening beneath the surface—and where opportunities still exist.

What's the significance of companies pulling back on forward guidance?

How does a negative GDP number impact the markets—and what drove Q1 contraction?

A...

What happens when financial advice is given without accountability—or regulation?
In this solo episode of the Expansive CEO Podcast, host Hannah Chapman, CFP®, APMA®, CRPC® does a powerful, heartfelt (and much-needed) breakdown about what's happening inside the financial industry right now—and why it matters deeply for consumers, business owners, and ethical professionals alike.

With over 17 years in financial services, Hannah breaks down the dangerous gaps between licensed financial advice, insurance sales, money coaching, and unregulated financial influencers. She reveals the systemic flaws, the false promises, and the future she sees for a truly integrative, transpa...

Markets rallied this week—but is it real momentum or just another bear market bounce?

In this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, CIO of Juncture Wealth Strategies, break down the week's economic developments and market movement. With tariff policies in flux, corporate earnings guidance suspended, and uncertainty still looming large, Brad and Hannah explain why investors shouldn't be lulled into a false sense of security.

Listen in to find out:

What's fueling the latest market rally, and should investors trust it?

Why are...

Can your birth chart reveal your legacy? In this special archived episode, Hannah Chapman welcomes business astrologer, shadow integration doula, and third-generation medium Melanie Marisol to dive deep into the power of astrology for soul-aligned business success.

Melanie shares her incredible journey from social work to boutique management to uncovering her true purpose in astrology. Together, they explore the rich history of astrology in finance, how outer planets shape generational shifts, and why healing your past is essential for building your legacy.

This episode is part of a special series revisiting the most powerful Expansive...